Strategic Technical Account Manager

Responsibilities

• Conduct technical assessments for prospective and existing clients to identify technology gaps, risks, inefficiencies, and improvement opportunities.
• Translate business objectives into practical, cost-effective technology strategies across cloud, cybersecurity, infrastructure, and managed services.
• Design scalable, secure, and supportable technical solutions aligned with client business, operational, and compliance requirements.
• Identify operational and process improvement opportunities across client environments.

• Partner closely with Sales, Client Success, Managed Services, and Professional Services teams to develop client-focused solutions.
• Collaborate cross-functionally to address escalated client concerns, improve service outcomes, and support successful delivery.
• Maintain accurate documentation of opportunities, estimates and initiatives within CRM system.
• Stay current on industry trends, cybersecurity standards, Microsoft platform capabilities, and emerging technologies relevant to Aqueity’s clients:
• Strong communication and interpersonal skills with the ability to simplify complex technical concepts for non-technical and executive audiences
• History of advising business leaders on strategic IT decisions
• Excellent presentation, documentation, organization, and client relationship management skills
• Proven ability to balance technical depth with commercial practicality when shaping client recommendations and solution scope.
• Strong project coordination and technical account management abilities
• Ability to manage multiple priorities in a fast-paced, client-focused environment
• Strategic thinker with strong problem-solving and collaboration skills

• Own the development of strategic technology roadmaps that prioritize client risks, business needs, modernization initiatives, and future project opportunities.
• Lead strategic client meetings, Strategic Business Reviews, roadmap discussions, and executive-level technology planning conversations.
• Serve as a trusted technical advisor within strategic and priority client relationships.
• Serve as a liaison between clients and internal technical teams to support alignment, communication, and successful transitions from planning through execution.
• Proactively surface emerging client needs, risks, and opportunities that may require additional technology planning or services.

• Support pre-sales scoping, service quoting, and technical validation of proposals.
• Develop and document Statements of Work, technical recommendations, architecture plans, network diagrams, and related solution materials.
• Deliver technical presentations that educate clients on Aqueity’s capabilities, recommended solutions, and strategic value.

• Bachelor’s degree in Business, Information Technology, Computer Science, or a related field preferred (or equivalent professional experience)
• 5+ years of experience in technical consulting, pre-sales engineering, technical account management, vCIO responsibilities, or similar client-facing roles within an MSP or IT services environment
• Experience working with PSA platforms, CRM systems, quoting tools, RMM platforms, documentation/knowledge base systems, and related service delivery technologies (experience with ConnectWise strongly preferred)
• Strong understanding of IT infrastructure, cloud platforms, cybersecurity, and MSP service delivery models, including hands-on familiarity with Microsoft 365, Azure, AWS, identity and access management, networking, endpoint management, and security platforms
• Exposure to AI and automation technologies, including LLMs, AI-driven workflows, and agentic AI platforms preferred
• Familiarity with industry-specific business applications such as ERP, CRM, MRP, and WMS platforms preferred
• Experience with or exposure to compliance requirements and/or IT audit practices is preferred
• Working knowledge of project management methodologies and IT service delivery best practices

• Competitive salary based on experience
• Health, dental, and vision insurance
• Performance-based bonuses and incentives
• Supportive and collaborative work culture
• Professional growth and advancement opportunities
• On-the-job training and mentorship